We always turn to your power on over the
weekend, Mark, and you are articulating basically how Trump could be a good
thing for Apple. You know, it's so interesting because on
the surface, many of the values and

social issues that Trump has pushed
through his campaign would seem to run absolutely counter to statements and
values that Apple has pushed over the last several years, things from women's
rights to immigration to climate change.
Apple's pushing one narrative and Trump

is pushing another.
But if I told you that Tim Cook and maybe some other Apple executives
breathed a sigh of relief when Trump beat Harris earlier this month, you
probably wouldn't believe it, but I believe that to be the case.
I believe that Tim Cook and Apple

potentially as a whole believes that
they're able to deal more closely with Trump than they were able to deal with
the Biden administration. I believe Tim Cook believes that despite
Trump pushing tariffs, he's floated a 60% tariff on Chinese goods.
He's floated a 20 plus percent tariff on

goods imported to the U.S.
even from outside China. That could be destructive to Apple.
But Cook likely believes he can get some tariff waivers.
He believes he has a plan in place from promoting job creation in America to a
new campus building in North Carolina to

a new plant in Arizona that's going to
be pushing out chips for Apple across 2025 and beyond.
I believe those things Tim Cook could float to get tariff waivers from Trump.
There's also this Department of Justice lawsuit regarding the App Store and
other Apple practices.

Cook likely believes he can get Trump to
maybe pull back on that. Obviously, there's the corporate tax
policy differences, so it seems to me that Cook has a plan to make the most of
this new Trump administration as much as it runs counter to Apple values and as
much as it will probably anger perhaps

the vast majority of Apple employees, rank
and file.

Apple's Tim Cook May Have Sighed Relief on a Trump Win

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Mark discusses how Trump's policies seem to contradict Apple's values on social issues.

Apple's stance on women's rights, immigration, and climate change contrasts sharply with Trump's.

The speaker suggests that Apple executives may prefer dealing with Trump over the Biden administration.

Potential Benefits of Trump's Presidency for Apple

Trump's proposed tariffs on Chinese and other imported goods could harm Apple.

Cook might leverage job creation initiatives (new campuses in North Carolina and Arizona) to secure tariff waivers.

Apple might seek Trump's intervention to lessen the impact of the Department of Justice lawsuit.

Despite policy differences, Cook may have a strategy to navigate the Trump administration.

The speaker anticipates potential internal dissent among Apple employees due to Trump's policies.